Seeking Alpha

Josh Brown likes "one-way bets" where the growth trend won't be reversing any time soon, and...

Josh Brown likes "one-way bets" where the growth trend won't be reversing any time soon, and sees "Big Data" - gathering, analyzing and utilizing digital information as a form of business intelligence - as one of the best examples. Investors waking up to the potential of this theme could consider stocks such as Tibco (TIBX) and Informatica (INFA), he says.
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